Client Experience Specialist – Wealth Management, Premier/Brokerage

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 10,001+H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

5 days ago

Salary

$55.3K - $76.1K / year

English

Job Description

• Provide exceptional client experience in wealth management services • Collaborate with internal teams to support clients' financial goals • Assist with account maintenance and inquiries • Help clients navigate investment options • Promote financial literacy to enhance client understanding of services

Job Requirements

  • Applicants must be authorized to work for any employer in the U.S.
  • Must have reliable high-speed internet with a wired connection
  • Must have a place in your home to work with limited disruption
  • Must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.

Benefits

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
  • Financial advisory services
  • Potential company discretionary contribution
  • Broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.

Related Job Pages

More Customer Success Manager Jobs

Customer Success Specialist

Cala Health

A bioelectronic medicine company transforming the standard of care for chronic disease.

Customer Success Manager5 days ago
Full TimeRemoteTeam 51-200H1B Sponsor

The Customer Success Specialist will act as a professional representative of our organization to users of Cala Health products and services. This role involves working closely with customers to understand their needs, provide training and support for our patients, and ensure maxi...

CRMCustomer Relationship ManagementMedical Device KnowledgeHealthcare ExperienceCustomer TrainingProduct TrainingDocumentationProblem SolvingCommunicationInterpersonal Skills
United States

Customer Success Manager

Routeware, Inc.

Our sole mission is to fully automate the entire workflow, replacing paper-based scheduling, dispatching, and traditional methods with easy-to-use electronic tools in the office and in the truck. The products and services that we sell are a direct result of the input we have received from our 18-plus years of experience modeling the fleet management industry.

Customer Success Manager5 days ago
Full TimeRemoteTeam 78Since 1999

As a Customer Success Professional, you will help municipalities and haulers leverage digital communication and fleet management software, as well as hardware solutions to better their solid waste management operations. Take ownership of ~100 customers assigned to you and are ult...

Customer SuccessSaaSProject ManagementData AnalysisCommunicationRelationship Management
United States

Senior Manager, Customer Success (Scale)

Optro

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Customer Success Manager5 days ago
Full TimeRemoteTeam 501-1,000

This role involves leading a team of Scale Customer Success Managers (CSMs) by mentoring them and driving segment-wide performance metrics like retention and Time to Value. Simultaneously, the manager acts as a strategist to architect the digital customer journey, design scalable content, and own health scoring analytics for the entire scale segment.

United States
$137K - $206K / year

Customer Success Manager (Commercial)

Optro

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Customer Success Manager5 days ago
Full TimeRemoteTeam 501-1,000

The Customer Success Manager will serve as the primary contact for clients, developing strategic plans to align with their business objectives and ensuring they maximize value from the platform. Key duties include proactive issue resolution, gathering customer feedback to drive product improvements, and conducting training sessions for customers.

United States
$90.4K - $135K / year